Plan Terminations

1,075 topics in this forum

1. EPCRS, Plan Termination & Audit

   By Guest mcw, July 6, 2011
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • July 8, 2011

2. Termination of PSP Portion of 401(k) Plan

   By chris, June 27, 2011
   • 4 replies
   • 2.4k views
   • 
   • Kevin C
   • June 29, 2011

3. Excise tax upon reversion

   By Guest Quacka, June 17, 2011
   • 1 reply
   • 1.2k views
   • 
   • mbozek
   • June 20, 2011

4. Pending Form 5300

   By ERISA25, June 8, 2011
   • 3 replies
   • 1.6k views
   • 
   • Peanut Butter Man
   • June 8, 2011

5. Plan term notice/DC plan

   By doombuggy, June 2, 2011
   • 2 replies
   • 1.6k views
   • 
   • rcline46
   • June 2, 2011

6. Filing for Determination on a DB plan

   By Lori H, June 2, 2011
   • 1 reply
   • 2.1k views
   • 
   • John Feldt ERPA CPC QPA
   • June 3, 2011

7. DB Termination

   By Guest JMN, May 25, 2011
   • 2 replies
   • 1.3k views
   • 
   • Guest
   • May 25, 2011

8. 401(k) termination

   By Guest Inhouse ERISA, May 6, 2011
   • 1 reply
   • 1.4k views
   • 
   • david rigby
   • May 6, 2011

9. Determination Letter Application

   By Guest MJ1, May 3, 2011
   • 1 reply
   • 1.3k views
   • 
   • Guest
   • May 3, 2011

10. can a termination be rescined by board action

    By Scuba 401, April 12, 2011
    • 2 replies
    • 1.8k views
    • 
    • david rigby
    • April 15, 2011

11. RMD From terminating DB plan

    By dmb, March 23, 2011
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • March 23, 2011

12. mid year plan termination of SH plan

    By Guest EPS2, March 22, 2011
    • 9 replies
    • 13.4k views
    • 
    • K2retire
    • March 24, 2011

13. DC plan termination

    By thepensionmaven, March 10, 2011
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • March 22, 2011

14. Plan was "terminated" years ago, but one participant remained.

    By katieinny, March 10, 2011
    • 1 reply
    • 1.2k views
    • 
    • doombuggy
    • June 2, 2011

15. Discovered plan was a PBGC Plan after termination

    By Randy Watson, March 8, 2011
    • 4 replies
    • 1.5k views
    • 
    • david rigby
    • March 8, 2011

16. DB Termination, No Participants, No Assets

    By Guest bobolink, March 4, 2011
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • April 3, 2011

17. distribution of assets after termination

    By Scuba 401, March 4, 2011
    • 3 replies
    • 1.6k views
    • 
    • Bird
    • March 7, 2011

18. partial plan termination, or not?

    By K2retire, February 17, 2011
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • February 23, 2011

19. how long after termination before plan must be paid out

    By Scuba 401, February 4, 2011
    • 2 replies
    • 1.8k views
    • 
    • thepensionmaven
    • March 10, 2011

20. Excess Assets

    By Dougsbpc, January 27, 2011
    • 1 reply
    • 1.6k views
    • 
    • david rigby
    • January 27, 2011

21. Plan terminated - Did not mark final return on 1906

    By mattmc82, January 21, 2011
    • 0 replies
    • 1.1k views
    • 
    • mattmc82
    • January 21, 2011

22. 5300 needed for on-cycle termination?

    By Guest StainedGlass, January 19, 2011
    • 0 replies
    • 966 views
    • 
    • Guest
    • January 19, 2011

23. Converting a 5300 to a 5310

    By Randy Watson, January 5, 2011
    • 1 reply
    • 1.3k views
    • 
    • Lou S.
    • January 8, 2011

24. 5500 and participant accounts

    By 30Rock, December 27, 2010
    • 0 replies
    • 1k views
    • 
    • 30Rock
    • December 27, 2010

25. What am I missing here? IRS & Plan Term Notice

    By Bruddah Kimo, December 23, 2010
    • 2 replies
    • 1.5k views
    • 
    • Bird
    • December 24, 2010

26. PBGC Termination Extension

    By Randy Watson, December 21, 2010
    • 0 replies
    • 1.2k views
    • 
    • Randy Watson
    • December 21, 2010

27. Help with QDRO

    By Guest De26, December 9, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • December 9, 2010

28. Dealing with QDRO

    By Randy Watson, November 22, 2010
    • 3 replies
    • 2.8k views
    • 
    • mbozek
    • November 22, 2010

29. PBGC - Missing Participant - attach B

    By Guest JBY, November 19, 2010
    • 1 reply
    • 1.3k views
    • 
    • david rigby
    • November 19, 2010

30. Sole Prop Terminating SH 401(k) Mid Year

    By TBob, November 16, 2010
    • 0 replies
    • 1.3k views
    • 
    • TBob
    • November 16, 2010

31. Plan Termination Notice

    By Dazednconfused, November 11, 2010
    • 1 reply
    • 2.4k views
    • 
    • Lou S.
    • November 11, 2010

32. DB Termination--Majority Owner Forego Benefits

    By Randy Watson, November 9, 2010
    • 1 reply
    • 1.7k views
    • 
    • Lou S.
    • November 10, 2010

33. Plan Termination and ADP/ACP Testing

    By Guest SWadd, November 9, 2010
    • 2 replies
    • 4.9k views
    • 
    • Tom Poje
    • November 11, 2010

34. DB Termination-Participant Being Difficult

    By Randy Watson, November 2, 2010
    • 4 replies
    • 1.6k views
    • 
    • My 2 cents
    • November 2, 2010

35. Permanence?

    By Guest bobolink, October 29, 2010
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • October 29, 2010

36. paid out terminated plan, then old accounts found

    By Guest APSTLC, October 28, 2010
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • October 28, 2010

37. Missing Participants Terminated Plans

    By Guest roseadmin, October 22, 2010
    • 2 replies
    • 1.3k views
    • 
    • Bill Presson
    • November 6, 2010

38. Partial Termination & Economy

    By Guest dhall, October 18, 2010
    • 4 replies
    • 1.3k views
    • 
    • movedon
    • October 19, 2010

39. Loan payment after plan termination

    By Guest nlamorte, October 8, 2010
    • 2 replies
    • 3.8k views
    • 
    • TPAMan
    • October 8, 2010

40. Distributions

    By Guest Paula G, October 4, 2010
    • 1 reply
    • 1.2k views
    • 
    • david rigby
    • October 4, 2010

41. Majority Owner Waiver

    By Randy Watson, September 22, 2010
    • 17 replies
    • 6k views
    • 
    • Eric Taylor
    • September 11, 2012

42. PSP Sole participant deceased

    By Lori H, September 1, 2010
    • 1 reply
    • 1.1k views
    • 
    • Bird
    • September 2, 2010

43. Plan terminating but participant won't request distribution

    By M Norton, August 25, 2010
    • 7 replies
    • 1.8k views
    • 
    • david rigby
    • August 25, 2010

44. Can plan adopt termination post-4/30/10 w/o restating?

    By AlbanyConsultant, August 24, 2010
    • 12 replies
    • 2.7k views
    • 
    • Belgarath
    • February 15, 2012

45. model 204(h) notice

    By emmetttrudy, August 12, 2010
    • 1 reply
    • 3.7k views
    • 
    • Guest
    • August 13, 2010

46. 204(h) Notice Required?

    By Dougsbpc, August 8, 2010
    • 1 reply
    • 2.8k views
    • 
    • My 2 cents
    • August 9, 2010

47. Gap of required amendments on the cumulative list

    By Guest PivotTable, August 8, 2010
    • 0 replies
    • 1.1k views
    • 
    • Guest
    • August 8, 2010

48. Frozen DB Plan - Line 13p on Form 5310

    By Guest Eric A, August 5, 2010
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • November 1, 2010

49. partial termination and rehires

    By DPL, August 4, 2010
    • 2 replies
    • 1.5k views
    • 
    • DPL
    • August 5, 2010

50. Contribution req. in year of term?

    By Guest Penny17, July 29, 2010
    • 2 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • July 29, 2010